EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.65B
AUM Growth
-$480M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$9.56M
3
+$8.67M
4
BX icon
Blackstone
BX
+$2.71M
5
RCL icon
Royal Caribbean
RCL
+$2.43M

Top Sells

1
+$12.5M
2
+$11.2M
3
+$8.71M
4
AMAT icon
Applied Materials
AMAT
+$8.7M
5
LW icon
Lamb Weston
LW
+$5.73M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 16.8%
3 Financials 14.97%
4 Healthcare 13.42%
5 Real Estate 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$271K 0.01%
1,377
+35
327
$269K 0.01%
6,824
-6,000
328
$267K 0.01%
5,714
+500
329
$267K 0.01%
4,334
330
$267K 0.01%
2,500
331
$261K 0.01%
25,000
332
$251K 0.01%
15,318
+318
333
$250K 0.01%
2,594
+539
334
$244K 0.01%
1,450
335
$241K 0.01%
11,729
336
$241K 0.01%
9,080
-16,340
337
$239K 0.01%
5,000
338
$235K 0.01%
3,600
339
$234K 0.01%
4,708
-62
340
$234K 0.01%
2,235
341
$232K 0.01%
26,775
342
$232K 0.01%
+1,320
343
$231K 0.01%
1,750
-2,800
344
$230K 0.01%
5,400
345
$229K 0.01%
4,768
-82
346
$223K 0.01%
17,543
347
$223K 0.01%
4,000
348
$221K 0.01%
3,002
349
$220K 0.01%
+6,843
350
$219K 0.01%
3,661
+61
12 13
14
15 16